#USA #Los Angeles #Wealth Management #Lido Advisors #Fountainhead Advisors

Lido Advisors Expands Reach with New Partnership

In a strategic move to enhance its wealth management services, Lido Advisors has announced its partnership with Fountainhead Advisors, a well-established independent wealth management firm based in Warren, New Jersey. This collaboration aims to create substantial value for clients across both firms and to better serve high-net-worth families, a demographic that has increasingly complex financial needs.

A Perfect Match

Lido Advisors, renowned for its robust wealth advisory services, manages over $38 billion in Regulatory Assets Under Management (RAUM). Founded by experienced fiduciaries, their mission aligns closely with that of Fountainhead Advisors, which has carved out a niche in the market with its tailored wealth planning and investment strategies. Fountainhead has over $1.2 billion in RAUM and a reputation for fostering meaningful conversations about wealth and life with clients.

Ken Stern, President of Lido Advisors, remarked on this new alliance, noting, "This partnership expands our national footprint in two key markets and adds a team deeply aligned in culture, values, and vision. Together, we're focused on creating exceptional value and meaningful experiences for our clients."

Elevating Client Experience

Fountainhead Advisors operates not only from Warren but also has a presence in San Ramon, California. The firm employs a planning-first approach, recognized for its in-depth expertise in insurance strategies and wealth management. By joining forces with Lido, Fountainhead can leverage advanced planning resources and sophisticated investment capabilities. Marc Rock, Managing Partner at Fountainhead, emphasized how this partnership will help further their mission of delivering personalized financial outcomes.

"Partnering with Lido allows us to elevate that mission—expanding our access to advanced planning resources and sophisticated investment capabilities," Rock explained. "We're energized by what this next chapter means for our clients, our people, and our continued growth."

A Commitment to High-Net-Worth Families

For both firms, the client experience is paramount. Lido's active asset management strategy is focused on risk mitigation while providing access to a range of investment options including alternative investments. This approach ensures that clients receive a comprehensive wealth planning experience that is not only personalized but also innovative, making it a holistic financial partnership.

As more families seek financial guidance to navigate the complexities of wealth, this partnership is timely. By combining expertise, resources, and commitment, Lido Advisors and Fountainhead Advisors are poised to empower families in building, protecting, and maximizing their legacies across generations.

Conclusion

The merger of Lido Advisors with Fountainhead Advisors reflects a growing trend in the wealth management sector where larger firms seek to build alliances with specialized advisors that can enhance their service offerings. This collaboration promises to bring enhanced value and personalized experiences, catering to the needs of high-net-worth clients in an ever-evolving financial landscape.

For more information, please visit Lido Advisors.